Seminar
InvestSMART Forum - Melbourne
Past event
Event Details
Seminar
Wednesday, 23 May 2018
10:00 AM - 12:00 PM AEST
Location
State Library of Victoria Experimedia, State Library of Victoria 328 Swanston Street, Melbourne, VIC, 3000
Description

Building a portfolio to weather any storm

Is your portfolio diversified enough to manage risk and help you reach your financial goals?

Achieving your financial goals requires focus, discipline and a clear objective. But sticking to an investment strategy can be difficult, especially in the face of uncertainty and market volatility.

Join our analyst team and CEO, Ron Hodge, for the 2018 InvestSMART Forum where they will explore how to build a diversified investment portfolio that will help you stay on track and achieve your goals in any climate.

 

Agenda

1. Introduction.
Presenter: Ron Hodge, InvestSMART CEO;

2. Using the macro-environment to your advantage: Why the right investment strategy will provide the best opportunity.
Presenter: Evan Lucas, Chief Market Strategist;

3. Casting your net wider to catch better returns: When to include international investments in your portfolio. 
Presenter: Mitchell Sneddon, Head of Portfolio Services;

4. Putting the value in your portfolio: How focusing on 'value' will help you find new investment opportunities. 
Presenter: James Carlisle, Head of Research; and

5. Q&A: Ask your specific questions to our panel of analysts and experts.

 

Ron Hodge
InvestSMART CEO
Evan Lucas
Chief Market Strategist
Mitchell Sneddon
Analyst
James Carlisle
Head of Research

 

After the Q&A, complimentary refreshments will be served.

We encourage you to stay and meet the speakers, where you can ask them any questions you may have.

 

Register today, seats are strictly limited. 

 

Watch the highlights from the last InvestSMART Forum:

Map
State Library of Victoria Experimedia, State Library of Victoria 328 Swanston Street, Melbourne, VIC, 3000